Plan Ledger DOL Form 5500 · updated monthly

Pat Obrien, Jr. Chevrolet, Inc.401(k)

PAT OBRIEN CHEVROLET 401K PLAN · WILLOUGHBY HILLS, OH · plan year 2022

Reported admin expense ratio · 2022
0.06%

Pat Obrien, Jr. Chevrolet, Inc. reported $4,390 in plan administrative expenses for 2022: 0.06% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,412th of 3,295), and 3,475th of 5,215 in retail trade. In 2022, employees put in $11.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,075,339
Participants with balances213
Active participants0
Employer contributions$11,473
Employee contributions$136,268
Employer contribution per active participant—
Average account balance$28,523
Benefits paid to participants$647,014
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,390
Total administrative$4,390
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,390 · 0.06%
Similar plansRetail Trade · Ohio
J.B.K. Group, Inc. OH$6.6M · 0.45%
Q.N.P. Inc. OH$6.6M · 0.76%
Woodpeckers LLC OH$6.5M · 0.62%
Park Auto South, Inc. OH$5.4M · 0.68%
Dave Arbogast Group, Inc. OH$5.2M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272451419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.